401k Plan data: HALLETT & SONS EXPERT MOVERS, INC. UNION EMPLOYEE PLAN & TRUST plan

HALLETT & SONS EXPERT MOVERS, INC. UNION EMPLOYEE PLAN & TRUST 401k Plan overview

Plan Name	HALLETT & SONS EXPERT MOVERS, INC. UNION EMPLOYEE PLAN & TRUST
Plan identification number	002

HALLETT & SONS EXPERT MOVERS, INC. UNION EMPLOYEE PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HALLETT & SONS EXPERT MOVERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: HALLETT & SONS EXPERT MOVERS, INC.

Employer identification number (EIN): 362438075

NAIC Classification: 484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALLETT & SONS EXPERT MOVERS, INC. UNION EMPLOYEE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAWN HALLETT 2024-06-04
002 2022-01-01 DAWN HALLETT 2023-05-26
002 2021-01-01 DAWN HALLETT 2022-06-14
002 2020-01-01 DAWN HALLETT 2021-07-14
002 2019-01-01 DAWN HALLETT 2020-07-21
002 2018-01-01 CORINNE HALLETT 2019-06-25
002 2017-01-01 CORINNE HALLETT 2018-07-10
002 2016-01-01 CORINNE HALLETT 2017-06-22
002 2015-01-01 CORINNE HALLETT 2016-07-18
002 2014-01-01 CORINNE HALLETT 2015-07-10
002 2013-01-01 CORINNE HALLETT 2014-06-24
002 2012-01-01 CORINNE HALLETT 2013-07-09
002 2011-01-01 CORINNE HALLETT 2012-07-17
002 2010-01-01 JACK L. HALLETT 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DAWN HALLETT	2024-06-04
002	2022-01-01	DAWN HALLETT	2023-05-26
002	2021-01-01	DAWN HALLETT	2022-06-14
002	2020-01-01	DAWN HALLETT	2021-07-14
002	2019-01-01	DAWN HALLETT	2020-07-21
002	2018-01-01	CORINNE HALLETT	2019-06-25
002	2017-01-01	CORINNE HALLETT	2018-07-10
002	2016-01-01	CORINNE HALLETT	2017-06-22
002	2015-01-01	CORINNE HALLETT	2016-07-18
002	2014-01-01	CORINNE HALLETT	2015-07-10
002	2013-01-01	CORINNE HALLETT	2014-06-24
002	2012-01-01	CORINNE HALLETT	2013-07-09
002	2011-01-01	CORINNE HALLETT	2012-07-17
002	2010-01-01	JACK L. HALLETT	2011-07-19

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Company Name:	HALLETT & SONS EXPERT MOVERS, INC.
Employer identification number (EIN):	362438075
NAIC Classification:	484200
NAIC Description:	Specialized Freight Trucking